AX 2012 How to hide the modules as per user roles across the company

Steps to hide the modules in AX 2012 R3:

Step 1. Create a new Class 

class RBHideModules
{
}

Step 2 : Create a new Static  method to replace the "Navigation Option" in all the companies.
 if you want the same modules reflect in all the companies , then the below method is required.

public static void replaceNavOptionsInAllCompanies()
{
    #define.elementName('Usersetup')
    #define.designName('NavPaneOptionsButtons')

    DataArea        dataArea;
    SysLastValue    sysLastValue, sysLastValue2;

    select sysLastValue
    where
        sysLastValue.company == curext() &&
        sysLastValue.userId == curUserId() &&
        sysLastValue.elementName == #elementName &&
        sysLastValue.designName == #designName;

    if (sysLastValue)
    {
        while select id from dataArea
            where !dataArea.isVirtual && dataArea.Id != curext()
        {
            select forUpdate sysLastValue2
                where sysLastValue2.company == dataArea.Id &&
                    sysLastValue2.userId == curUserId() &&
                    sysLastValue2.elementName == #elementName &&
                    sysLastValue2.designName == #designName;

            ttsBegin;

            sysLastValue2.company = dataArea.Id;
            sysLastValue2.userId = curUserId();
            sysLastValue2.elementName = sysLastValue.elementName;
            sysLastValue2.recordType = sysLastValue.recordType;
            sysLastValue2.designName = sysLastValue.designName;
            sysLastValue2.isKernel = sysLastValue.isKernel;
            sysLastValue2.value = sysLastValue.value;

            sysLastValue2.write();

            ttsCommit;
        }
    }
}

Step 3. Create a new static method in the class  as shown below (Save and Close it) to hide the modules.

//Code for Hide Modules Functionality
public static void HideModulesForRole()
{
    container   cont_navButtons;
    container   cont_UserRoles;

    TreeNode            menunode;
    TreeNode            mainmenunode;
    TreeNodeIterator    menuitemiter;

    str aotName;

    int i = 1;
    int j = 1;
    int loc;

    boolean isAdmin = false;

    SecurityRole        securityRole;
    SecurityUserRole    securityUserRole;

    #AOT
    #define.Zero('0')
    #define.MainMenuLocation('\\Menus\\MainMenu')

    //Fetch all roles for currently logged in User and insert in variable cont_UserRoles.
    while select securityUserRole
        join securityRole
            where securityUserRole.User ==  curUserId()
                && securityRole.RecId == securityUserRole.SecurityRole
    {
        cont_UserRoles += securityRole.AotName;

        if (securityRole.AotName == '-SysAdmin-')
        {
            isAdmin = true;
        }
    }

    if (!isAdmin && conFind(cont_UserRoles, 'YourRolesName'))
    {
        mainmenunode = TreeNode::findNode(#MainMenuLocation);
        menuitemiter = mainmenunode.AOTiterator();
        menunode     = menuitemiter.next();

        while(menunode != null)
        {
            aotName = menunode.AOTname();

            if(aotName == 'Home' || aotName == 'InventoryManagement')
            {
                // Prefix 1 to show module
                cont_navButtons = conIns(cont_navButtons, j, '1' + aotName);
            }

            else
            {
                // Prefix 0 to hide module
                cont_navButtons = conIns(cont_navButtons, j, '0' + aotName);
            }
            j++;

            menunode = menuitemiter.next();
        }
        // Hide Modules with 0 as prefix
        infolog.navPane().setCurrMenuButtons(cont_navButtons);

// this is required only incase if you want to hide the modules in all the companies
        RBHideModules::replaceNavOptionsInAllCompanies(); 
    }
}



Step 4 : Open the method "startupPost" from the  Class -> Info , Call the  newly created class static method as shown. (Save & Close) 

void startupPost()
{
    RBHideModules::HideModulesForRole();
}

Notes : The above code will works only for the startup company, In case if the user changes the company , all the modules will be reflected again.  To Avoid that please continue with the step 4:

Step 4: Open the form "SysDataAreaSelect" ,  add the code to the method "SwitchCompany" in the last line before the loop ends.

void SwitchCompany(boolean NewWorkspace)

{
      (..... means  standard code already available)
      .....
      ......
      RBHideModules::HideModulesForRole();
}

Step 5: Restrict the user using the Navigation Pane option manually to add the modules.

Edit the "OkButton" clicked method of the Form "SysNavPaneOptionsDialog", write the below code above the super();

RBHideModules::HideModulesForRole();

This will restrict the user to add the modules manually.

Result : Whenever the user changes the company from the company dialog , it hides the modules as  you expect.

Migrating users and security settings between different Dynamics AX 2012 instances

One of the common questions we deal with is around the migration of security settings between two Dynamics AX instances. To understand how you achieve it, let’s lay down the basics.

Security in Dynamics AX 2012 consists of roles, duties and privileges. These are stored as Metadata within the AOT. A user is then assigned to one or more security role(s) and based on that security role membership, they are able to get access to various parts of the system. This information is stored in the database in Dynamics AX 2012

In essence, when we talk of migrating security, we need to consider two different aspects.

1. Migrating the security role information
2. Migrating the user-role memberships

Depending upon what your configuration and setup is, you may want to do one or both of those above things. Let’s look at how you would these steps in the following sections.

Migrating the security role information

Changes to the behavior of roles, duties, and privileges also change the metadata stored in the AOT. These changes are reflected in the model that the person making the change is working in.

People in the following roles are most likely to modify security:

–         Security administrators with the responsibility for making changes to the security objects by using the Microsoft Dynamics AX client.

Changes made by the security administrator are most likely to be stored in the USR model.

–         Microsoft Dynamics AX developers.

Changes made by developers are most likely to be stored in the CUS or VAR models.

It is essential that the security administrator and developer collaborate to make security changes.

Scenario 1: Move security changes from production to staging

We recommend that you migrate security changes from the production to the staging environment before making further changes in the staging environment.

Follow the steps in the section Recreate the staging environment from the production system in the documenthttp://download.microsoft.com/download/7/9/6/7964C5AD-2A28-4ACC-92D5-2BCC72B70C69/Deploying%20customizations%20across%20Microsoft%20Dynamics%20AX%202012%20environments.pdf.  

The advantage of this approach is that all the changes made from the production environment are brought over to staging and can be tested, compiled etc. in the staging environment before they are reapplied. Note that changes that were made in the production environment by an administrator cannot be uniquely identified in the staging environment.

Scenario 2: Move security changes from staging to production

To ensure that recent security changes made by the administrator will not be lost in the production system, we recommend that you back up the changes from the production environment, apply the changes from the staging environment to the production environment, and then recent security changes to the production environment

When you deploy on production, instead of the step where you import the staging model store, do the following:

1. Back up the security changes from the production environment by exporting the USR model from the USR layer of the production system (or the layer in which the security administrator made the changes).

2. Import the model store of the staging system that contains changes to security artifacts.

3. Reapply the original production security changes by importing the USR model file from step 1.

4. Recompile the production environment.

You can find additional information about managing customizations at http://download.microsoft.com/download/7/9/6/7964C5AD-2A28-4ACC-92D5-2BCC72B70C69/Deploying%20customizations%20across%20Microsoft%20Dynamics%20AX%202012%20environments.pdf

Migrating the user-role memberships

Below are the steps to move users and their role assignments between environments:

On the source environment:

1. Open System Administration\Common\Data export/import\Definition groups
2. Press New
3. Enter definition group: UserRoles
4. Click Clear
5. Click Ok
6. Click “Select Tables”
7. Add tables “UserInfo” and “SecurityUserRole” and close window
8. Click “Export to”
9. Enter file name
10. Select file type: Comma and click Ok. Confirm any other dialogs.
11. Open the exported dat file, optionally remove lines for users that do not need to be imported on target environment such as Admin, Guest, etc.
12. Move the exported .dat and corresponding .def file to target environment

 On the target environment

1. Open System Administration\Common\Data export/import\Import
2. Select the .dat file from step 12
3. Switch to tab ‘Advanced’ and enable following options:
   1. Include shared tables: Yes
   2. Include system tables: Yes
   3. Update existing record: No
4. Click ok
5. Confirm dialog for import into related tables

Click Ok in the dialog to select which tables you want to delete before import, do not select any tables 

AX 2012 R3 Import Main Accounts using DIXF

This post illustrate how to import the Main Accounts using the data import framework in Dynamics AX 2012 R3

Go to General ledger --> Setup --> Charts of Accounts--> Chart of accounts.

1- Create New Chart of Accounts (chart of account, Description) then close the form.

2- Go to General ledger --> Setup --> Ledger.

3- Assign the new chart of account to the ledger(from step 2),select the fiscal calendar and the Accounting Currency then close the form.

4- Go to Data import export framework --> Setup --> Data import / export framework Parameters.

5- Click browse to select shared working directory then click Validate button then close the form.

6- Go to Data import export framework --> Setup --> Source Data format, Create new source name and make sure to chose File in the Type then Change the Column delimiter if needed.

7- Go to Data import export framework --> Common --> Processing Group, Create New Group then Click the Entities Button.

8- in the entities form select the main Account Entity, CSV in the Sources data format, then Click the generate source file button.

9- in the wizard make sure to select the following fields:
Chartofaccounts (Chart of account code: from step 2)
MainAccountId (Account Code)
Name (Account Description)
Type (Account Type  ) 
then click Generate sample file.

10-Save the file in the shared folder you specified in step 5.

11-Open the file using MS Excel, fill the data then save the file.

12-Go back to the processing group --> entities---> Select the Sameple file path then click the generate source mapping button.

13- if the mapping done successfully Click the Preview source file button to preview the data then close the form.

14- in the processing group select the group name then click the Get staging data button to copy the file data to staging table.

15-Click OK to create job.

16-Click Run in the staging data execution form.

17-Click OK.

18-The records will be inserted in the staging.

19-In the processing group select the group name then click Copy Data to target button.

20-Select the Job ID that we created in step 15 then click OK.

21- Click Run to import data.

22-Click OK.

23-The data will be written to target.

24-Go to the main account form you will found that the accounts was imported successfully.

AX 2012 Importing Purchase Order Using DIXF

In this post we will illustrate how to import purchase orders through data import export framework. we will use one excel file which contain purchase order header in first sheet and purchase order details in another sheet.


to import the purchase order please do the following steps:

1-   Go to Data import export framework --> Setup --> Data import / export framework Parameters.

2-       Click browse to select shared working directory then click Validate button then close the form.

3- Go to Data import export framework --> Setup --> Source Data format, Create new source name and make sure to choose File in the Type field then select the file format in my example i will use excel , you can use either CSV , procedures are all the same. 

4- Go to Data import export framework --> Common --> Processing Group, Create New Group then Click the Entities Button.

5- in the entities form select the Purchase Order Header Entity,select Excel in the Source data format, then Click the generate source file button.

6- In the wizard click next then Make sure to select the following fields:
CurrencyCode
InvoiceAccount
LanguageId
OrderAccount
PurchId
VendGroup
PurchName
PurchaseType
PurchStatus
DocumentState
DeliveryDate

Then click Generate sample file.

7- when the excel file is opened, change the sheet name to POH.

8- Select the second sheet in the Excel, Change the sheet name to POL then add the following field names:

CurrencyCode
VendAccount
VendGroup
PurchId
ShippingDateConfirmed
LineNumber
ItemId
Name
PurchQty
PurchUnit
PurchPrice
InventSiteId
InventLocationId
PurchaseType

09- Go back to POH sheet, enter the purchase order header details.

10- select the POL sheet, Enter the purchase order lines details. in this example i will add two lines

11- when you finish make sure to save the file in the shared folder that we specified in step 2.

12- Go back to the processing group --> entities---> Select the "Purchase order header" entity, specify  the Excel file path then from the sheet lookup select POH$, click generate source mapping button.

13- Click New, Select Purchase order line entity, select Excel from source,specify the Excel file path then from the sheet lookup select POL$, click generate source mapping button then close. 

14- To preview the Purchase header details select purchase order header entity then Click the Preview source file button.

15- To preview the Purchase lines details select purchase order line entity then Click the Preview source file button. 

16- Close the form

16.1- In the processing group select the group name then click the Get staging data button to copy the file data to staging table.

17- Click OK to create job.

18- Click Run in the staging data execution form.

19- Click OK. 

20- The records will be inserted in the staging.

21- In the processing group select the group name then click Copy Data to target button.

22- Select the Job ID that we created in step 17 then click OK.

23- Click Run to import data.

24- Click OK.

25- The data will be written to target.

26- To view the imported purchase order go to the all purchase order list form, you will found that the purchase order was imported successfully.